Purchases and Sales Made in Q2 2022 in Walt Disney CO (DIS)
This table provides information about the institutional ownership of Walt Disney CO (DIS) during Q2 2022. The information is specifically focused on institutions that hold shares of Walt Disney Co.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
138+ 1.84% |
$12.9K - $19.1K
|
7.64K
$898K
|
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
131+ 5.36% |
$12.2K - $18.2K
|
2.58K
$303K
|
|
|
Aug 03, 2022
Q2 2022
|
Biechele Royce Advisors
|
BUY
|
- |
123+ 6.16% |
$11.5K - $17K
|
2.12K
$249K
|
|
|
Aug 15, 2022
Q2 2022
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
123+ 125.51% |
$11.5K - $17K
|
221
$26K
|
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
BUY
|
- |
121+ 5.73% |
$11.3K - $16.8K
|
2.23K
$263K
|
|
|
Aug 12, 2022
Q2 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
120+ 3.13% |
$11.2K - $16.6K
|
3.95K
$465K
|
|
|
Aug 12, 2022
Q2 2022
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
119+ 0.09% |
$11.1K - $16.5K
|
133K
$15.7M
|
|
|
Aug 11, 2022
Q2 2022
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
118+ 14.05% |
$11K - $16.4K
|
958
$113K
|
|
|
Jul 15, 2022
Q2 2022
|
Capital City Trust CO
|
BUY
|
- |
117+ 2.13% |
$10.9K - $16.2K
|
5.6K
$659K
|
|
|
Aug 11, 2022
Q2 2022
|
Knott David M Jr
Syosset, NY |
BUY
|
- |
116New |
$10.8K - $16.1K
|
116
$13.6K
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
BUY
|
- |
116+ 0.96% |
$10.8K - $16.1K
|
12.2K
$1.44M
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
BUY
|
- |
115+ 3.08% |
$10.7K - $15.9K
|
3.85K
$453K
|
|
|
Aug 04, 2022
Q2 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
115+ 0.4% |
$10.7K - $15.9K
|
28.8K
$3.39M
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
114+ 0.79% |
$10.6K - $15.8K
|
14.5K
$1.71M
|
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
112+ 0.4% |
$10.4K - $15.5K
|
27.9K
$3.28M
|
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
111+ 1.55% |
$10.4K - $15.4K
|
7.26K
$854K
|
|
|
Aug 04, 2022
Q2 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
110+ 1.14% |
$10.3K - $15.2K
|
9.79K
$1.15M
|
|
|
May 11, 2023
Q2 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
109+ 10.6% |
$10.2K - $15.1K
|
1.14K
$134K
|
|
|
Aug 09, 2022
Q2 2022
|
Forte Capital LLC
|
BUY
|
- |
106+ 0.98% |
$9.89K - $14.7K
|
10.9K
$1.28M
|
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
105+ 1.52% |
$9.8K - $14.6K
|
7.01K
$824K
|
|
|
Jul 25, 2022
Q2 2022
|
Excalibur Management Corp
|
BUY
|
- |
104+ 1.41% |
$9.7K - $14.4K
|
7.5K
$882K
|
|
|
Jul 19, 2022
Q2 2022
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
100+ 0.34% |
$9.33K - $13.9K
|
29.7K
$3.49M
|
|
|
Jul 20, 2022
Q2 2022
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
100+ 1.93% |
$9.33K - $13.9K
|
5.28K
$621K
|
|
|
Jul 27, 2022
Q2 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
100+ 2.12% |
$9.33K - $13.9K
|
4.83K
$567K
|
|
|
Jul 28, 2022
Q2 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
100+ 4.1% |
$9.33K - $13.9K
|
2.54K
$298K
|
|
|
Aug 15, 2022
Q2 2022
|
Repertoire Partners LP
New York, NY |
BUY
|
- |
100New |
$9.33K - $13.9K
|
100
$11.8K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
97+ 10.89% |
$9.05K - $13.4K
|
988
$116K
|
|
|
Jul 28, 2022
Q2 2022
|
West Branch Capital LLC
|
BUY
|
- |
97+ 0.61% |
$9.05K - $13.4K
|
16K
$1.88M
|
|
|
Aug 10, 2022
Q2 2022
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
95+ 0.73% |
$8.86K - $13.2K
|
13.2K
$1.55M
|
|
|
Oct 03, 2022
Q2 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
95+ 0.55% |
$8.86K - $13.2K
|
17.5K
$2.05M
|
|
|
Jul 11, 2022
Q2 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
94+ 2.62% |
$8.77K - $13K
|
3.68K
$433K
|
|
|
Jul 27, 2022
Q2 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
94+ 1.34% |
$8.77K - $13K
|
7.1K
$834K
|
|
|
Aug 05, 2022
Q2 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
93+ 2.28% |
$8.68K - $12.9K
|
4.17K
$490K
|
|
|
Jul 22, 2022
Q2 2022
|
Steward Financial Group LLC
|
BUY
|
- |
92+ 16.46% |
$8.58K - $12.7K
|
651
$76.6K
|
|
|
Aug 10, 2022
Q2 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
91+ 5.94% |
$8.49K - $12.6K
|
1.62K
$191K
|
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
90+ 4.19% |
$8.4K - $12.5K
|
2.24K
$263K
|
|
|
Jul 06, 2022
Q2 2022
|
Adirondack Trust CO
|
BUY
|
- |
88+ 0.63% |
$8.21K - $12.2K
|
14.1K
$1.66M
|
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
87New |
$8.12K - $12.1K
|
87
$10.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Advisors Management Group Inc
|
BUY
|
- |
84+ 3.89% |
$7.84K - $11.6K
|
2.24K
$264K
|
|
|
Aug 09, 2022
Q2 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
84+ 2.39% |
$7.84K - $11.6K
|
3.6K
$424K
|
|
|
Jul 19, 2022
Q2 2022
|
Spinnaker Investment Group, LLC
|
BUY
|
- |
81+ 1.52% |
$7.56K - $11.2K
|
5.39K
$634K
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
81+ 1.29% |
$7.56K - $11.2K
|
6.34K
$746K
|
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
81+ 2.6% |
$7.56K - $11.2K
|
3.19K
$375K
|
|
|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
BUY
|
- |
80+ 0.4% |
$7.46K - $11.1K
|
20K
$2.35M
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
80+ 3.22% |
$7.46K - $11.1K
|
2.57K
$302K
|
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
79+ 6.01% |
$7.37K - $10.9K
|
1.39K
$164K
|
|
|
Jul 13, 2022
Q2 2022
|
Ade, LLC
|
BUY
|
- |
78+ 3.25% |
$7.28K - $10.8K
|
2.48K
$292K
|
|
|
Aug 15, 2022
Q2 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
78+ 1.35% |
$7.28K - $10.8K
|
5.84K
$686K
|
|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
77+ 5.22% |
$7.18K - $10.7K
|
1.55K
$183K
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
75+ 0.44% |
$7K - $10.4K
|
17.3K
$2.03M
|